Wealth Planner: Associate/Senior

Wealth Planner Associate and Senior Associate Levels Company Description Our client is a multi‑family office providing independent, fee‑only wealth management services to ultra‑high net worth individuals. They essentially act as the CFO for their multi‑generational client families, delivering highly personalized, holistic advice and support. Their...

A reputable wealth management firm located in Waltham, MA is looking for a Senior Wealth Advisor / Financial Planner. The ideal candidate should have over 5 years of experience in financial planning and a strong background in serving high-net-worth clients. The role involves comprehensive financial planning, leading investment strategies, and developing...

Your Future Team Argent Wealth Management has been a trusted investment management and financial advisory services practice since 1992. With client-focused service, personal attention, and experience, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our clients’ interests...

A growing wealth management firm is seeking a Client Service Associate to support Senior Advisors with client requests and handle investment portfolio maintenance. Ideal candidates should have a Bachelor's degree and over 2 years of experience in financial services, particularly within a Wealth Management firm. This position offers a base salary of...

Title: Associate Director Taxation – Argent Wealth Management Location: Waltham, MA Link to apply: Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services. Our practice...

Associate Director Taxation - Argent Wealth Management 200 5th Ave, Waltham, MA 02451, USA Job Description Posted Monday, January 12, 2026 extracting at 6:00 AM Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent‑minded business where individuals and families experience...

Associate Director Taxation - Argent Wealth Management 200 5th Ave, Waltham, MA 02451, USA Job Description Posted Monday, January 12, 2026 extracting at 6:00 AM Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent‑minded business where individuals and families experience...

A leading wealth management firm is seeking an Associate Director of Taxation in Waltham, MA. The role involves overseeing the preparation of complex tax returns and leading a tax team to ensure compliance and excellence in client service. Candidates should have a Bachelor's degree, ideally a CPA, and over 5 years of relevant public accounting experience....

Client Service Associate - Argent Wealth Management 200 5th Ave, Waltham, MA 02451, USA Job Description Posted Thursday, January 15, 2026 at 6:00 AM Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive...

A wealth management firm in Waltham is seeking a Client Service Associate to deliver exceptional service and support to clients. The role involves onboarding new clients, responding to inquiries, and maintaining accurate records. Ideal candidates have over 2 years of experience, a client-first attitude, and proficiency in MS Office tools. The position offers...